Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-318- 1.74% |
$121K - $133K
|
17.9K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-320- 2.82% |
$122K - $134K
|
11K
$6.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-321- 4.27% |
$122K - $134K
|
7.19K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-321- 30.51% |
$122K - $134K
|
731
$462K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-324- 0.26% |
$123K - $136K
|
125K
$78.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-325- 4.67% |
$124K - $136K
|
6.63K
$4.19M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-325- 0.43% |
$124K - $136K
|
75K
$47.4M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-326- 3.39% |
$124K - $136K
|
9.28K
$5.86M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-327- 30.88% |
$125K - $137K
|
732
$462K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-329- 16.79% |
$125K - $138K
|
1.63K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-330- 2.57% |
$126K - $138K
|
12.5K
$7.91M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-332- 5.73% |
$127K - $139K
|
5.46K
$3.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-333- 37.21% |
$127K - $139K
|
562
$355K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-335- 0.86% |
$128K - $140K
|
38.7K
$24.5M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-343- 1.4% |
$131K - $144K
|
24.2K
$15.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-346- 6.5% |
$132K - $145K
|
4.98K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-348- 14.2% |
$133K - $146K
|
2.1K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-353- 3.04% |
$135K - $148K
|
11.3K
$7.12M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-354- 3.25% |
$135K - $148K
|
10.5K
$6.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-356- 3.87% |
$136K - $149K
|
8.85K
$5.59M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-362- 7.25% |
$138K - $152K
|
4.63K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-363- 28.9% |
$138K - $152K
|
893
$564K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-366- 1.45% |
$139K - $153K
|
24.8K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-366- 1.54% |
$139K - $153K
|
23.4K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-366- 1.32% |
$139K - $153K
|
27.4K
$17.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-367- 16.41% |
$140K - $154K
|
1.87K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-367- 3.85% |
$140K - $154K
|
9.16K
$5.79M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-371- 6.59% |
$141K - $155K
|
5.26K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-372- 4.09% |
$142K - $156K
|
8.73K
$5.51M
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-373- 1.23% |
$142K - $156K
|
30.1K
$19M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-374- 2.37% |
$143K - $157K
|
15.4K
$9.73M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-376- 41.92% |
$143K - $157K
|
521
$329K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-382- 3.41% |
$146K - $160K
|
10.8K
$6.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-383- 13.57% |
$146K - $160K
|
2.44K
$1.54M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-384- 3.82% |
$146K - $161K
|
9.68K
$6.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-392- 43.22% |
$149K - $164K
|
515
$325K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-393- 2.51% |
$150K - $165K
|
15.3K
$9.66M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-397- 5.97% |
$151K - $166K
|
6.25K
$3.95M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-397- 5.97% |
$151K - $166K
|
6.25K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-398- 5.4% |
$152K - $167K
|
6.98K
$4.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-399- 44.63% |
$152K - $167K
|
495
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-399- 1.86% |
$152K - $167K
|
21K
$13.3M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-404- 11.35% |
$154K - $169K
|
3.16K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-405- 4.32% |
$154K - $170K
|
8.97K
$5.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-407- 6.29% |
$155K - $170K
|
6.06K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-410- 5.3% |
$156K - $172K
|
7.33K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-411- 0.67% |
$157K - $172K
|
60.6K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-412- 14.09% |
$157K - $172K
|
2.51K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-415- 0.34% |
$158K - $174K
|
121K
$76.3M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-418- 2.55% |
$159K - $175K
|
16K
$10.1M
|